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QLACs-Know-the-Facts-Flyer (pdf)Download

Time-Compounding (pdf)Download

Inflation-Protected-4-percent-COLA-income (pdf)Download

Annuity-vs-Bank (pdf)Download

Interest-Income-10 (pdf)Download

2022-Retirement-Quick-Check (pdf)Download

FSDBRO-2022 (pdf)Download

NAIC Model Annuity Best Interest Rule (pdf)Download

PARTIAL-TAX-CONVERSION (PDF)Download

FSD Internal SpreadSheet & Top Info - FSD Agent USE ONLY

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ltc-aNNUITY-sPLIT (pdf)Download

AnnuityExpertsWeb (pdf)Download

SPIA-Liquid_UOO_incomeaccess (pdf)Download

LTC-Annuity (pdf)Download

AN-Income-Rider-CP-F-60a (pdf)Download

FIA-With-CAP-UP (pdf)Download

WonTheGame (pdf)Download

2021-Tax-Reference-Guide (pdf)Download

Monthly-Interest-Payments-Equivalent (pdf)Download

TheCure (pdf)Download

Small-Term (pdf)Download

R-NA-5-3-10-May22 (pdf)Download

2022-WS-Tax-Guide (pdf)Download

Sagicor-At-A-Glance (pdf)Download

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Owner-Based-info (pdf)Download

Annuitant-Based-info (pdf)Download

Annuity-Titling (pdf)Download

SPIA-APLUS-INCOME (pdf)Download

MYGA-Monthly-Rated-Rates (pdf)Download

Truth-About-Annuities (pdf)Download

GaryMettlers-Stretch-IRA-Alive-and-Well!_05.27.2022 (pdf)Download

Monthly interest per $100,000_4-18-11 (pdf)Download

ClearSpring-Financials (Pdf)Download

ClearSpring-MYGA-Interest (pdf)Download

HotList_October_2022 (pdf)Download

Gary-Mettler-SPIAs-Pensions-and-Marital-Property-01-12-2023 (pdf)Download

HotList_March_2023 (pdf)Download

SPIA-YouTube-55Male (pdf)Download

Tax Reference Guides

2023-tax-reference-guide-dist (pdf)Download

2022-WS-Tax-Guide (pdf)Download

2021-Tax-Reference-Guide (pdf)Download

2020_Tax_Reference_Guide (pdf)Download

2019_Tax_Reference_Guide (pdf)Download

2018_Tax_Reference_Guide_WS (pdf)Download

IRS-Rules (pdf)Download

Partial 1035 Exchange rules (pdf)Download

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FSD Financial & Insurance Services

CaliforniA Insurance License #0B67385 -

NON RESIDENT LICENSEs IN AZ, CO, CT, FL, HI, ID, IL, IA, LA, MD, MI, NC, NV, NJ, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

Information enclosed is subject to change anytime - Withdrawals prior to age 59 1/2 may be subject to a 10% penalty tax. Disclaimers

Website by Jeff Affronti

FOR AGENT USE ONLY - CA Insurance License #0B67385

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